Client Intake Spreadsheet for Law Firms – Track Leads, Consultations, Payments & Case Details in Excel Google Sheets

Streamline Your Law Firm’s Client Intake Process

This Attorney Client Intake Spreadsheet is designed specifically for law firms and solo practitioners seeking a simple yet powerful way to manage new client inquiries and consultations. Whether you’re tracking leads, appointments, payments, or referral sources, this easy-to-use tool helps you stay organized and informed—without the learning curve.

Compatible with both Microsoft Excel and Google Sheets, this template is perfect for firms that want efficiency without the cost of complex software.

Key Features

• Unlimited Client Entries
  Track an unlimited number of leads and clients as your practice grows.

• Comprehensive Client Intake Form
  Capture up to 15 key data points for each inquiry, including:
  Lead Name, Lead Source, New Client Status, Date of Consultation, Case Type, County, Case Summary, Hired Status, Fee Structure, Payment Type, Estimated Case Value, Payments Received, Balance Due, Action Items, and Notes.

• Time-Saving Dropdown Menus
  Reduce repetitive typing with built-in dropdowns that are also fully customizable to suit your firm’s processes.

• Automatic Dashboard – 3-Year Overview
  Instantly view trends in your practice over three years, including:

  • New Clients per Month

  • Consultations

  • Total Case Value

  • Payments Received & Outstanding

  • Lead Source Breakdown

• Built-In Financial Tracking
  Log fee arrangements, expected case value, actual payments received, and view automatic balance calculations.

• Sort and Filter by Any Field
  Easily filter your data by case type, county, payment status, or any other category.

• Reusable for Any Time Period
  Set up for any 3 years (e.g., 2025–2027). Simply save a blank copy and reuse it for future periods.

User-Friendly Design

• Professionally formatted with calming pastel tones

• Clean, intuitive layout for fast navigation

• Designed with busy legal professionals in mind

Detailed Video Tutorial

Support

If you have any questions or need assistance using the spreadsheet, feel free to reach out directly. I’m here to help you make the most of your client intake process.

Delivered Instantly. Yours Forever.

• Available for Microsoft Excel and Google Sheets

• Fully editable

• One-time purchase – No subscriptions

This spreadsheet is available both in both Excel and Google Sheets Version
Download Instantly and use.
You will get an Excel File as well as a PDF File with a Google Sheets link

You will get both a blank file as well as one with sample data for reference.

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